Companies with strong diabetes-treatment portfolios are in for some profitable times over the next few years as an increasing number of people are diagnosed with the disease worldwide, Standard & Poor’s Ratings Services said on Thursday.

ArQule
analysts still see some upside to the company’s stock, despite this week’s brutal beat-down over disappointing clinical data for its lead product tivantinib.

Shares of ArQule sank roughly 50% on Tuesday after it and partner Daiichi Sankyo announced they were halting a key Phase III study for tivantinib in the treatment of lung cancer after data showed it was largely ineffective in treating the disease. The companies still intend to test tivantinib for other cancers.

Most analysts tracking Questcor Pharmaceuticals [s: qcor] are still rating it a buy, despite the stock diving nearly 50% on Wednesday over concerns that insurance companies were moving to limit coverage of the company’s primary revenue driver, Acthar. The sell-off was triggered by revelations that Aetna had recently imposed some restrictions.

Of the 11 analysts polled by FactSet, all but one had the stock rated a buy by the end of Thursday. The lone dissenter, Jefferies analyst Biren Amin, dropped his rating to a hold.

About The Tell

The Tell is MarketWatch’s fast and engaging look at trends and themes in the day’s markets. Drawing on our reporters, analysts and commentators around the world, as well as selecting the best of the rest online, The Tell is all about the pulse of the markets through news, insight and strategic information to help you make the best investing decisions. Got a tip? Tell us at TheTell@MarketWatch.com